Block Times: part of a day. Lunch, a meeting, a private group.
Add a class to the staff schedule: a note for staff only. It doesn't change what customers can book, and it doesn't work for scheduling instructor-led CPR classes or in-person classes other than IV or CNA.
Block Dates
Customers won't be able to book on these days. Pick one day, or a start and end date for several in a row.
Block Times
Customers won't be able to book any time inside this range on that day (lunch, a meeting, a private group).
Blocked times
Location
Date
Time
Services
Reason
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Add a class to the staff schedule (doesn't change the website)
This adds an entry to the CPR Bookings list so staff can see the class. It does not open, close or reserve any times on the website. To stop customers booking that time, also use Block Times above.
⚠ Does not work for scheduling instructor-led CPR classes or in-person classes other than IV or CNA.
Scheduled CNA classes. Start/end dates, daily class times, and which days the class meets.
Class
Location
Dates
Daily time
Days
Seats
Status
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IV Classes
Scheduled IV certification classes. Start/end dates, daily class times, and which days the class meets.
Class
Location
Dates
Daily time
Days
Seats
Status
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Inquiries
Onsite / group training quote requests submitted via the inquiry form.
Received
Name / company
Contact
Courses
Headcount
Status
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Booking Failures
Customers who hit the "course is not offered at this location" error. Lets you see exactly which variant the matcher couldn't find.
When
Course
Location
Customer
Product handle
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Inventory
Equipment and electronics across the four offices. Use the QR sticker on each item to check things in and out.
Asset
Category
Qty
Out
Manufacturer
Model
Location
Serial #
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Employees
Staff profiles, documents, scheduling, payroll. Locked to your Backend gate — only you can see this tab.
Employee
Title
Location
Status
Type
Start
Cert status
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Schedule
Employee shifts, CNA/IV classes, unavailability and events. Conflicts are blocked at save time.
ShiftClassUnavailableEvent
Quotes
On-site / private group training quotes. When you mark a quote Accepted it auto-creates a class on the calendar so instructors can be assigned.
Company
Service
Date
Students
Amount
Status
Sent
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Elks event registrations
Florida Elks Convention attendees who submitted the certificate form.
Received
Name
Lodge #
Member #
Email
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Background Checks — ORI numbers
Agencies and their ORI numbers, each mapped to a Shopify variant for pricing. Customers pick an agency, then their ORI.
Agency
Label
ORI #
Price
Variant ID
Status
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Certification renewals
Students whose CPR cards we remind before they expire. Reminders go out automatically at ~90, ~30, and ~7 days before the expiry date (email and/or text). Only AHA CPR-family certs (BLS, ACLS, PALS, Heartsaver) are reminded.
Add certificationImport certifications from CSV
Header row required. Recognized columns (case-insensitive): firstName, lastName, email, phone, course, issueDate, expiresDate, channels. Dates as YYYY-MM-DD. If only issueDate is given, expiry = +2 years. Rows need a course, an email or phone, and a usable date.
Name
Course
Expires
Days left
Contact
Channels
Reminders sent
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Baseline tracker
Snapshot sales, SEO, and local metrics now (before the Oct 2026 fixes land in Google), then re-check at +30 and +90 days. Change is measured from Baseline. Saved to your account.
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Analytics
Live Shopify sales with targets & trends. Set your targets and website visits with the button on the right.
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Ready.
Edit
Choosing a selection results in a full page refresh.
